+41.1%
GWW vs VIK
+221.3%
-180.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | -0.3% |
| 7D | -3.1% | -1.8% | -1.3% | -2.8% |
| 30D | -2.3% | -17.3% | +14.9% | +1.3% |
| 3M | -3.3% | -5.1% | +1.7% | -2.8% |
| 6M | +15.4% | +16.2% | -0.8% | +10.1% |
| YTD | +26.7% | +17.6% | +9.1% | +20.1% |
| 1Y | +29.0% | +33.5% | -4.6% | +18.5% |
| All | +41.1% | +221.3% | -180.2% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VIK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling